Only the person who created a report can delete it - even if the report was shared with your team. |
Seeing who created a report
- Step 1. Head to the Reports tab. Then choose Custom Library:
- Step 2. On the Custom Reports Library page, you’ll see all of the custom reports your team has created and set as Shared.
- The creator’s MeetMax username appears after each title:
- Step 3. This page also shows you where each report is located, as shown above. That information will be helpful for the creator who’s deleting it.
Deleting a report
- Step 1. Use the Custom Reports Library page to see where you created the report. That’s where you’ll go to delete it.
- In this example, we’ll delete a custom report our team doesn’t need anymore: Attendees who haven’t confirmed. We can see that it’s in the Attendees tab:
- Step 2. Head to the tab where you created the report. Then find the List page for that tab.
- Here, we’ll go to the Attendees tab, then choose Attendee List:
- Step 3. Click on the Custom Report tab. Then use the menu to load the report you want to delete:
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Once you delete this report, it can’t be recovered. You might want to export a copy before deleting. - Step 4. Now that your report is displaying, click on the menu once again. You’ll now have the option to delete this report:
- You’ll be prompted to confirm the deletion.
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